Joanna Bauman

Joanna Bauman, Client Service Associate

Joanna services clients’ investment accounts. She has over 12 years of experience in the financial industry having served as Administrative Coordinator at Morgan Stanley Private Wealth Management, as well as Research Assistant at Goldman Sachs. Joanna has a B.B.A. from Texas State University.

“We make a living by what we get; we make a life by what we give.” – Winston Churchill